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Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
Solstein Capital
California
$4K
GWM
602
Geneos Wealth Management
Colorado
$4K +$2.62K +13 +163%
RWM
603
Raffa Wealth Management
District of Columbia
$3.71K
FMP
604
Financial Management Professionals
Texas
$3K
HWMA
605
Heritage Wealth Management (Arizona)
Arizona
$3K +$2.82K +14 New
MCM
606
MV Capital Management
Maryland
$3K +$2.82K +14 New
SNT
607
Security National Trust
West Virginia
$3K +$2.82K +14 New
AssetMark Inc
608
AssetMark Inc
California
$2K -$6.85K -34 -76%
CWC
609
Carolinas Wealth Consulting
North Carolina
$2K -$403 -2 -14%
ACM
610
AUA Capital Management
Pennsylvania
$2K
EW
611
Evoke Wealth
California
$2K
SFSIG
612
San Francisco Sentry Investment Group
California
$2K
SIA
613
SkyView Investment Advisors
New Jersey
$2K
VCM
614
Versant Capital Management
Arizona
$2K
TCWA
615
Ten Capital Wealth Advisors
Washington
$2K +$1.61K +8 New
TFS
616
TrustCore Financial Services
Tennessee
$2K +$1.61K +8 New
SIM
617
Sonora Investment Management
Arizona
$2K +$1.81K +9 New
FFG
618
Ford Financial Group
California
$2K +$2.21K +11 New
GEA
619
Glen Eagle Advisors
New Jersey
$1.86K
SWA
620
Sutton Wealth Advisors
Florida
$1.86K
FP
621
Financial Perspectives
Minnesota
$1.47K +$1.41K +7 New
PI
622
PEAK6 Investments
Illinois
$1K -$2.37M -11,756 -100%
CCC
623
Crescent Capital Consulting
Louisiana
$1K
LIM
624
Longfellow Investment Management
Massachusetts
$1K
TCM
625
Tradewinds Capital Management
Washington
$1K